Unclaimed
Ronald Lawrence Myers is a financial advisor with AssuredPartners Investment Advisors, LLC. Ronald is a Certified Financial Planner and a Personal Financial Specialist, and has over 20 years of experience in the financial services industry. Ronald has a strong background in investment planning, retirement planning, and estate planning. Ronald is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Referrals to unaffiliated investment advisers, college planning
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Compensation related to referrals
1
2
FL
11/20/2022 - Present
Assuredpartners Investment Advisors (Plantation FL)
FL
07/17/2020 - 07/06/2021
SECURITIES AMERICA, INC. (PLANTATION FL)
FL
08/05/2008 - 07/17/2020
INVESTACORP, INC. (PLANTATION FL)
FL
06/07/2004 - 08/06/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (COOPER CITY FL)
FL
08/29/2002 - 06/08/2004
INVESTACORP, INC. (MIAMI FL)
IN
10/27/2000 - 09/04/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/27/2000 - 09/04/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 02/08/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1996
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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